Purchases and Sales Made in Q3 2022 in First Tr Enhanced Traded Fd Iv (FTSM)

FTSM Quotes by TradingView

This table provides information about the institutional ownership of First Tr Enhanced Traded Fd Iv (FTSM) during Q3 2022. The information is specifically focused on institutions that hold shares of FIRST TR ENHANCED TRADED FD IV.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Oct 31, 2022 Q3 2022
J.W. Cole Advisors, Inc.

BUY
 -
11K
New
$653K - $655K
11K $660K
Oct 04, 2022 Q3 2022
Csenge Advisory Group

BUY
 -
10.7K
+ 1.73%
$634K - $636K
627K $37.6M
Nov 03, 2022 Q3 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
10.6K
New
$629K - $631K
10.6K $636K
Nov 22, 2022 Q3 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
10.1K
+ 41.92%
$599K - $600K
34.2K $2.05M
Oct 18, 2022 Q3 2022
360 Financial, Inc.

BUY
 -
9.97K
New
$591K - $593K
9.97K $598K
Nov 14, 2022 Q3 2022
Bokf, Na

Tulsa, OK
BUY
 -
9.69K
New
$575K - $577K
9.69K $581K
Nov 04, 2022 Q3 2022
V Wealth Advisors LLC

BUY
 -
9.3K
+ 12.31%
$552K - $553K
84.8K $5.09M
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
9.29K
+ 5.08%
$551K - $553K
192K $11.5M
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
9.15K
+ 10.29%
$542K - $544K
98.1K $5.88M
Nov 02, 2022 Q3 2022
Valmark Advisers, Inc.

BUY
 -
8.94K
+ 60.28%
$530K - $532K
23.8K $1.43M
Oct 13, 2022 Q3 2022
Castle Rock Wealth Management, LLC

BUY
 -
8.8K
+ 132.73%
$522K - $524K
15.4K $925K
Nov 14, 2022 Q3 2022
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
8.55K
New
$507K - $509K
8.55K $513K
Nov 14, 2022 Q3 2022
Chilton Capital Management LLC

Houston, TX
BUY
 -
8.41K
New
$499K - $501K
8.41K $505K
Oct 13, 2022 Q3 2022
Flagship Harbor Advisors, LLC

BUY
 -
8.33K
New
$494K - $496K
8.33K $500K
Nov 14, 2022 Q3 2022
Wealthsource Partners, LLC

BUY
 -
8.31K
+ 12.39%
$493K - $494K
75.3K $4.52M
Nov 10, 2022 Q3 2022
Tkg Advisors, LLC

BUY
 -
8.23K
+ 7.73%
$488K - $490K
115K $6.88M
Oct 18, 2022 Q3 2022
Lion Street Advisors, LLC

BUY
 -
8.14K
New
$483K - $484K
8.14K $488K
Oct 31, 2022 Q3 2022
Moloney Securities Asset Management, LLC

BUY
 -
8.08K
New
$480K - $481K
8.08K $485K
Oct 18, 2022 Q3 2022
Wedbush Securities Inc

BUY
 -
8.02K
+ 129.72%
$476K - $477K
14.2K $852K
Nov 03, 2022 Q3 2022
Lincoln National Corp

BUY
 -
7.94K
New
$471K - $472K
7.94K $476K
Nov 14, 2022 Q3 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
7.8K
New
$462K - $464K
7.8K $468K
Oct 17, 2022 Q3 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
7.66K
+ 24.95%
$454K - $455K
38.3K $2.3M
Nov 14, 2022 Q3 2022
Kovack Advisors, Inc.

BUY
 -
7.41K
+ 39.0%
$439K - $441K
26.4K $1.58M
Nov 14, 2022 Q3 2022
Cassia Capital Partners, LLC

Winston Salem, NC
BUY
 -
7.32K
New
$434K - $435K
7.32K $439K
Nov 14, 2022 Q3 2022
Jane Street Group, LLC

New York, NY
BUY
 -
7.14K
New
$424K - $425K
7.14K $428K
Oct 21, 2022 Q3 2022
Weitzel Financial Services, Inc.

BUY
 -
6.67K
+ 6.45%
$396K - $397K
110K $6.6M
Nov 07, 2022 Q3 2022
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
6.66K
+ 19.31%
$395K - $396K
41.1K $2.47M
Mar 14, 2023 Q3 2022
Private Portfolio Partners LLC

BUY
 -
6.64K
+ 32.46%
$394K - $395K
27.1K $1.63M
Nov 07, 2022 Q3 2022
Private Portfolio Partners LLC

BUY
 -
6.64K
+ 32.45%
$394K - $395K
27.1K $1.63M
Oct 20, 2022 Q3 2022
Dynamic Advisor Solutions LLC

BUY
 -
6.57K
New
$389K - $391K
6.57K $394K
Nov 14, 2022 Q3 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
6.31K
+ 20.2%
$374K - $376K
37.6K $2.25M
Nov 09, 2022 Q3 2022
True Link Financial Advisors, LLC

BUY
 -
5.81K
+ 18.98%
$345K - $346K
36.4K $2.19M
Nov 14, 2022 Q3 2022
Belpointe Asset Management LLC

BUY
 -
5.81K
+ 124.46%
$345K - $346K
10.5K $629K
Oct 13, 2022 Q3 2022
Cooper Financial Group

BUY
 -
5.7K
New
$338K - $339K
5.7K $342K
Oct 26, 2022 Q3 2022
Advisor Resource Council

BUY
 -
5.68K
New
$337K - $338K
5.68K $341K
Oct 31, 2022 Q3 2022
Raymond James Trust N.A.

BUY
 -
5.61K
+ 93.31%
$333K - $334K
11.6K $697K
Nov 09, 2022 Q3 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
5.56K
+ 107.23%
$330K - $331K
10.7K $645K
Oct 28, 2022 Q3 2022
Welch & Forbes LLC

BUY
 -
5.41K
+ 4.34%
$321K - $322K
130K $7.8M
Nov 14, 2022 Q3 2022
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
5.19K
New
$308K - $309K
5.19K $311K
Oct 13, 2022 Q3 2022
Onyx Bridge Wealth Group LLC

BUY
 -
5.14K
New
$305K - $306K
5.14K $308K
Oct 11, 2022 Q3 2022
Brendel Financial Advisors LLC

BUY
 -
4.97K
+ 47.17%
$295K - $295K
15.5K $929K
Nov 14, 2022 Q3 2022
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
4.93K
+ 15.94%
$293K - $293K
35.9K $2.15M
Nov 08, 2022 Q3 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
4.88K
New
$289K - $290K
4.88K $293K
Oct 20, 2022 Q3 2022
First Heartland Consultants, Inc.

BUY
 -
4.61K
+ 7.41%
$274K - $274K
66.8K $4.01M
Nov 14, 2022 Q3 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
4.59K
+ 30.99%
$272K - $273K
19.4K $1.16M
Nov 15, 2022 Q3 2022
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
4.58K
+ 10.38%
$272K - $272K
48.7K $2.92M
Nov 14, 2022 Q3 2022
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
4.26K
+ 101.07%
$252K - $253K
8.47K $508K
Nov 07, 2022 Q3 2022
D.A. Davidson & Co.

BUY
 -
4.18K
+ 5.23%
$248K - $249K
84.1K $5.05M
Oct 21, 2022 Q3 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
4.17K
New
$248K - $248K
4.17K $250K

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